Number of Shares
13,936.00
Current Holdings Value*
$3.10 Mil
% of Portfolio
2.82%
Total Estimate Gain
$-343,522.40
% of Total Estimate Gain
-10.45%

Cypress Advisory Group LLC's Apple Inc Holding Summary

As of 2025-03-31, Cypress Advisory Group LLC held 13,936.00 shares of Apple Inc(AAPL), totaling $3.10 Mil. This investment constitutes 2.82% of their stock portfolio, and Cypress Advisory Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and AAPL's current price of $211.18, Cypress Advisory Group LLC's estimated gain on his AAPL holdings is $-343,522.40, reflecting a -10.45% gain to date.

Cypress Advisory Group LLC AAPL ($211.18) Holding Chart

Cypress Advisory Group LLC AAPL ($211.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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